+64.4%
VZ vs SIRI
-14.2%
+78.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.2% |
| 7D | -1.0% | -3.9% | +2.9% | -0.6% |
| 30D | +5.8% | -0.8% | +6.6% | +5.8% |
| 3M | +10.5% | +4.3% | +6.2% | +9.9% |
| 6M | +1.8% | +34.1% | -32.3% | -1.2% |
| YTD | +28.3% | +47.3% | -19.1% | +23.4% |
| 1Y | +22.0% | +22.9% | -1.0% | +19.1% |
| 3Y | +81.8% | -24.6% | +106.4% | +82.2% |
| 5Y | +25.3% | -43.2% | +68.5% | +26.5% |
| 10Y | +64.4% | -12.3% | +76.7% | +48.2% |
| All | +64.4% | -14.2% | +78.6% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SIRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling